Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Hold
4,570
0.1% 134
2025
Q1
$367K Buy
4,570
+10
+0.2% +$803 0.1% 127
2024
Q4
$373K Hold
4,560
0.11% 128
2024
Q3
$376K Hold
4,560
0.09% 119
2024
Q2
$320K Buy
+4,560
New +$320K 0.08% 140